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What is ZeraBooks?

ZeraBooks is an innovative cloud-based solution designed for accounting and bookkeeping, specifically aimed at small businesses, independent bookkeepers, and accounting firms. The platform allows users to seamlessly upload their bank and credit card statements in PDF or CSV formats, making it easier to categorize transactions, match bill payments with invoices, and reconcile financial statements. By utilizing the transaction history reviewed by users, ZeraBooks provides category suggestions and identifies entries that need manual adjustments. Its double-entry general ledger system includes a comprehensive array of reports such as profit and loss statements, balance sheets, cash flow analyses, and trial balances, while also effectively managing bills, invoices, and facilitating month-end closings. Bookkeepers benefit from the ability to manage multiple clients through a single login, enhancing their efficiency. In addition, ZeraBooks offers a bank statement conversion tool that converts PDF statements into Excel or CSV formats, ensuring users can easily integrate with widely used accounting platforms like QuickBooks, Xero, and Sage. The service is provided on a subscription basis, with additional bookkeeping services offered for those in need of extra assistance. This wide range of features positions ZeraBooks as a compelling choice for businesses looking to optimize their financial management and improve overall efficiency. Moreover, the user-friendly interface and robust functionality further enhance the appeal of ZeraBooks as a go-to solution for accounting needs.

What is Switchbooks?

Switchbooks is a browser-based bookkeeping application from Switch Holdings, LLC for small businesses, bookkeepers, and accountants. Its AI assistant helps users work with transactions and reports in plain language. Core functions include transaction categorization and posting, journal entries, payee rules, statement reconciliation, and managing multiple companies. Supported US bank and credit card accounts connect through Plaid; existing records can also be imported from QuickBooks, CSV, or Excel. Users can review profit and loss, balance sheet, cash flow, and general ledger reports, including combined reporting across companies. Connectors support ChatGPT, Claude, Cursor, Grok Bot, and compatible MCP clients. A single plan includes all features for $25 USD per company per month. New users can try the product for 10 days without entering a credit card.

Media

Media

Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

Model Context Protocol (MCP)
ChatGPT
Claude
Claude Duet
Claude for Legal
Cursor
Grok Bot
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

$79/month
USD $79/month billed annually ($948/year) or $149/month billed monthly. Includes General Ledger, Converter (1,000 pages/month), and 3 client companies; each additional client is $29/month or $290/year. 7-day free trial; card required, no charge during trial. Done-for-you bookkeeping is separate, from $150/month.
Free Trial Offered?

Pricing Information

$25/company/month
Switchbooks costs $25 USD per company per month. The plan includes all product features and multi-company reporting. A 10-day free trial is available with no credit card required.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

ZeraBooks

Date Founded

2025

Company Location

Canada

Company Website

www.zerabooks.com

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

General Ledger

Not specified

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

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